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How to create an employee

You can create employees as a reference in connection with workflows, e.g. delivery receipts.

 

In Rackbeat, there is a distinction between a User and an Employee.

A User has access to Rackbeat, whereas an Employee does not need access to the system and can simply be registered within it. This allows you to assign employees to activities such as goods receipts or orders.

A User is always automatically created as an Employee, while an Employee must be created manually.

Creating an employee

  1. Hover your mouse over your company name in the top right corner and select "Company Settings"
  2. Click on "Employees" in the menu on the left
  3. Click "Create new" in the upper right corner
  4. Enter information on your new employee and press "Create employee"

Sales Statistics by Employee

If you need to view revenue by salesperson, or if you use an employee profile for online sales in a webshop, you can generate statistics based on employees.

  1. Go to Reporting → Sales Statistics.
  2. Configure the filter:
    • Set "Based on" to Employee.
    • Select the desired period.
    • Click Search.
  3. To view sales by products or customers:
    • Set "Based on" to Product or Customers.
    • Select the same employee in both the From and To employee fields.
    • Click Search.